Source

@aleabitoreddit (Serenity, tier-3 aggregator we already track) victory-lap thread on $SIVE/SIVEF (Sivers Semiconductors) posted 2026-04-24. Root tweet: "Did you listen anon? The fact that $SIVE is up 600%+. But still can 10x from here in a year… once ~ $AAPL, $JBL, and $MRVL require mass production of their lasers in 2027. Probably my most legendary thesis post since $AXTI."

Thesis being reinforced (not new): SIVE positioned as supplier of mass-produced photonics lasers for the AAPL / JBL / MRVL 2027 product cycle (CPO, transceiver lasers, silicon photonics). Already a key ticker in 2026-05-01-optical-supercycle.md Wave 2/4. Both SIVEF and AXTI are in optical-supply-chain watchlist.